Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,331 | $178,174-95.9% | $156,181-95.3% | $137,256-94.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 30.44% | 84.19%-53.7pp | 64.87%-34.4pp | 220.34%-189.9pp |
| Employer contribution / active EE | $1,486 | $4,972-70.1% | $4,294-65.4% | $4,156-64.2% |
| Participant deferral / active EE | $1,783 | $6,888-74.1% | $6,132-70.9% | $6,407-72.2% |
| Admin fee / account holder | $59 | $17,404-99.7% | $14,586-99.6% | $12,270-99.5% |